User meeting presentation mifos community final
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Transcript of User meeting presentation mifos community final
MIFOS USER MEETINGWEDNESDAY, JANUARY 26TH
EDWARD CABLE, MIFOS COMMUNITY MANAGER
EMILY TUCKER, DIRECTOR PROGRAM MANAGEMENT
KAY CHAU, TECHNICAL PROGRAM MANAGER
Agenda
PresenterTime Topic
Ed CableIntroductions & Overview of Mifos5 min
Mifos Production DirectionTechnology VisionProduct RoadmapMifos 2.0B i I t lli (O i & D )
20 min Ed CableEmily TuckerKay Chau
Business Intelligence (Overview & Demo) y
Ed CableMifos Online Presence5 min
Ed CableEmily Tucker
Magic Wand: Address you most critical business pain (open discussion)Customer Connection: How can we better serve you?
10 min
Team Question & Answers/Feedback & Discussion 20 min
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Who’s Using Mifos
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LiveLive
Community:
Cloud:On‐Site:
Live
Signed/In Deployment
In DeploymentSigned/In Deployment
Live & Verified
Community is Growing…
Live Customers Clients Served In Progress Customers Clients ServedLive Customers Clients Served
Cloud 3 19,125
Consortium 4 623,803
In Progress Customers Clients Served
Cloud 3 5,802
Consortium 1 186,170
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Community 14 164,826
Total 21 807,754
Community 15 39,920
Total 19 231,892
5
Mifos fun at a Nuru data entry party in Kenya
6
Miguel from Iniciativa Mifos® Moçambique promoting Mifos
7
Conflux Technologies – deploying Mifos & building offline module
8
Marie with Daniel from KEEF and Polly from Jitegemea
9
Grameen Foundation team meeting up with SECDEP in Philippines
Mif P d Di iMifos Product Direction
10
A Closer Look
Technology Vision and Focus2011 Product RoadmappMifos 2.0Mifos Business Intelligence Suite 1 0Mifos Business Intelligence Suite 1.0Elsie F
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Design Principles of Mifos
AccurateReliableScalableUsableUsableFlexible
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2011 Focus Areas
Business Intelligence SuiteSocial performance measurement (PPI)Integration w/ 3rd party systems
AccountingHRMSMobile phones
Robust & flexible data collection toolsTools to facilitate rapid expansionAdditional features/functionality
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Business Intelligence
R i S M CS M
Mifos Business Intelligence Suite
Reporting Server - reports in HTML, PDF, CSV, XMLData Integration - allows us to take in data from other applications (Tally, etc.)applications (Tally, etc.)Dashboards - see business health using charts and graphs, drill down into reportsAd Hoc Queries - allows building queries on the fly when you don't need a full reportOLAP f ll l i h ll i kl l i l OLAP - full analytics that allows you to quickly see multiple views on your data, for instance PPI score by Loan Product, PAR by Loan Officer, etc.
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Roadmap 2011
15
Mifos 2.0
Question Groups – Robust Data Collection ToolFull PPI SupportppM-PESA integrationWaive Interest on Early RepaymentWaive Interest on Early RepaymentBatch Jobs Execution & ManagementTally IntegrationPortuguese version of Mifos
Check out Mifos 2.0 on our Demo Server:http://demo mifos org/mifos
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http://demo.mifos.org/mifosUser ID: mifos | Password: testmifos
Question Groups
Replaces Surveys & Additional Fields
Track data at any stage of your workflowAdditional Fields
(automatic Migration)your workflow
6 Question Types including Smart Select
Smart Select Dynamic Drop Down
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Full Support for PPI
Embed at any stage of your workflow
PPI Scorecards for 33 countries
Support for versioning
Benefits of SPM:
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Verify poverty levels of their customers &monitor progress over time.Monitor the performance of organization by poverty level.Develop new products to respond to clients at different levels of poverty.
M-PESA Integration
Currently supports import of loan Currently supports import of loan repayments and savings deposits via .xls
Precise validation to ensure accuracy and validity of imports
Clear error messages and bl l
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exportable error logs
Mifos BI 1.0
PentahoExport to PDF, Excel,
10 New Standard Reports
and HTML
Data Warehouse v1
Management:MFI Progress ReportLoan Officer Details Loan Officer Performance Summary
Ease of building reports
Loan Officer Performance SummaryFunds Movement
Operational:D C ll d b B h
Ease of scheduling & generating reports
Due vs. Collected by BranchDue vs. Collected by Loan OfficerMifos Transactions – DetailedMifos Transactions - SummaryyBalance Outstanding by Source of FundsLoan Classification by Product
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BI Demo
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Elsie FTarget Release Date: mid-March
Variable Installment LoansAgricultural Loans | Tracking of Cash FlowCash Flow
Declining Balance – Interest RecalculationEarly Repayment of FeesM-PESA loan disbursals and feesPermission to adjust last day’s backdated transactions
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Online Presence
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Online Presence
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Online Presence
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Mifos.org
Self – Support MechanismsDeployment Toolkit & File RepositoryUser DocumentationFunctional SpecificationsDeployment Project Pages: Live Case Studies
Try them out. Share your lessons learned!
Community engagementCommunity Directory y yRegional User GroupsNewslog
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N gCreate an account. Join the community!
MifosForge
Issue Tracker (JIRA)Tracking and Fixing Bugs and IssuesLogging Feature or Enhancement Requests
Wiki (Confluence)( )Developer DocumentationRelease DocumentationRelease DocumentationSys Admin Documentation
Agile Project Management (Greenhopper)Agile Project Management (Greenhopper)Planning out each of our releases
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M i W d
Wh i i i l b i i ?
Magic Wand
What is your most critical business pain?How can we address it?
281
C C i
H b ?
Customer Connection
How can we better serve you?
291
Questions Questions & Answers
30